Business Development Assistant

2 months ago

Mumbai, India Keiretsu Forum Full time

Business Development Executive Assistant


Job Description


Working at Keiretsu Forum Northwest puts you at the center of the innovative entrepreneurs and angel investors creating the latest technologies and products worldwide.


The Executive Assistant to the Keiretsu Forum Northwest Executive Director and Director of Business Development is responsible for overseeing all administrative and operational support aspects of Business Development department. Including but not limited to general office administration, and partner and prospect partner relationships. The role has many different responsibilities. The best candidate will be able to seamlessly transition from email to returning phone calls to setting appointments to scheduling travel to sending thank you letters.


About Keiretsu Forum Northwest


We are the largest and most active region within the Keiretsu Forum global investment community of accredited private equity angel investors, venture capitalists and corporate/institutional investors. Keiretsu Forum is a worldwide network of capital, resources, and deal flow with over 50 chapters on three continents. Keiretsu Forum members invest in high-quality, diverse investment opportunities. Keiretsu Forum and Keiretsu Capital (the exclusive worldwide fund partner of Keiretsu Forum) are ranked as the most active venture investors in the USA. The Keiretsu community is also strengthened through its involvement in social and charitable activities. Keiretsu Forum is described as a conglomeration of individuals or small companies that are organized around private equity funding for mutual benefit. Keiretsu Forum believes that through a holistic approach that includes interlocking relationships with partners and key resources, we can offer an association that produces the highest quality deal-flow and investment opportunities.


Benefits


•      Gain firsthand insight into one of the most impactful angel groups in the Pacific NW

•      Network with experienced angel investors and successful entrepreneurs

•      Network with industry partners and angel groups across North America

•      Exposure to Keiretsu deal screenings, forums, socials, and educational events

•      Firsthand access into the process by which start-up companies acquire funding sales and project management and event experience


As a Business Development Executive Assistant at Keiretsu Forum Northwest & Rockies, you will play a vital role in supporting the business development initiatives and operations of the organization. Working closely with the Executive Director and the Business Development team 

and stakeholders, you will contribute to the growth and success of the forum by assisting in various tasks related to business development, relationship management, and administrative functions.


Tasks/Responsibilities Below is an outline of tasks related to this position. This summary should not be considered a complete list of duties; additional tasks may be assigned as needed.

 

Essential Functions of Business Development Executive Assistant 


•      Intensive Planning including business development event production calendar, meeting/schedule coordination

•      Sync up daily on daily, weekly and monthly action items/priorities

•      Screening of phone calls, routing email inquiries / entering event registrations

•      Sort and manage incoming email communications and prioritize follow-up messages

•      Respond/forward to email as appropriate to answer questions, make referral to appropriate team members, coordinate follow up and setup meetings, etc.

•      Prioritizing incoming and ongoing action items to improve productivity

•      Copy notes from meetings into information systems and update database(s)

•      File email and attachments as appropriate for later reference

•      Manage master calendar updates, meeting/schedule coordination, make travel arrangements and screen phone calls, emails, and incoming mail

•      Making appointments and keeping daily record of schedules, this includes arranging and preparations for meetings, lunches, dinners and other business related and personal events

•      Prepare regular reports and updates on business development activities, including prospecting efforts, engagement metrics, and conversion rates.

•      Create outbound marketing and communications messages via email, , text message, and other mediums.


Operations, Communications & Admin Support


•      Maintain database records for business development contacts including  community partners, syndication partners, sponsors, prospects, and key relationships

•      Organize and prioritize large volumes of information; data entry by updating CRM’s and complex activities

•      Update all new contacts and contact data into system with notes

•      Ensure a clean database each month and update/remove incomplete records

•      Support tracking of partner logo placements, contract deliverables and execution timelines

•      Streamline and update office workflows and systems (including automation and other improvements)

•      Sort and manage incoming email communications and prioritize follow up messages

•      Prioritizing incoming and ongoing action items to improve productivity

•      Copy notes from meetings into information systems and update database(s)

•      Manage master calendar updates, meeting/schedule coordination, make travel arrangements and screen phone calls, emails, and incoming mail

•      Management of the daily schedule to ensure priority items are completed

•      Making appointments and keeping daily record of schedules, this includes arranging and preparations for meetings, lunches, dinners and other business related and personal events.


Qualifications


•      Experience in business communication or another relevant field

•      Skills with Office 365, Task Management Software and CRM

•      Ability to work pro-actively and drive team performance towards objectives

•      Strong attention to detail

•      Excellent written and oral communication skills

•      Must be organized and be able to organize fellow team members

•      Must have experience of working with US-based companies and US time zone.

•      Knowledge of the investment landscape, or angel investing is a plus. 

•      Proven experience in administrative support, business development, or similar roles.

•      Must be organized and be able to organize fellow team members

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